WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
-$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.11M
3
+$882K
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$695K
5
ROKT icon
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
+$650K

Top Sells

1
+$942K
2
+$743K
3
+$614K
4
NVO icon
Novo Nordisk
NVO
+$456K
5
IRM icon
Iron Mountain
IRM
+$415K

Sector Composition

1 Financials 8.61%
2 Technology 7.47%
3 Consumer Discretionary 3.98%
4 Healthcare 3.17%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$262K 0.07%
480
+45
177
$257K 0.07%
1,089
178
$257K 0.07%
3,585
+238
179
$250K 0.07%
6,191
+9
180
$247K 0.07%
+2,257
181
$244K 0.07%
997
182
$238K 0.07%
+3,518
183
$238K 0.07%
3,149
+170
184
$232K 0.07%
37,907
185
$231K 0.07%
12,000
186
$226K 0.06%
2,469
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187
$225K 0.06%
398
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188
$224K 0.06%
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189
$222K 0.06%
4,884
-1,319
190
$221K 0.06%
36,050
191
$219K 0.06%
656
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192
$218K 0.06%
+2,280
193
$214K 0.06%
6,953
-194
194
$209K 0.06%
+1,043
195
$199K 0.06%
20,000
-500
196
$188K 0.05%
10,851
197
$159K 0.05%
13,550
198
$151K 0.04%
34,822
199
$140K 0.04%
17,257
200
$89.7K 0.03%
10,000
5 6 7
8
9